Alpine Investment Management Ltd 13F holdings
Alpine Investment Management Ltd reported 8 positions with a total reported value of $411.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: PDD PDD HOLDINGS INC (35.5%), YMM FULL TRUCK ALLIANCE CO LTD (34.0%), LITE LUMENTUM HLDGS INC (10.2%), NVDA NVIDIA CORPORATION (5.3%), TME TENCENT MUSIC ENTMT GROUP (4.9%). Against 2026-03-31 it opened 2 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
8 largest of 8 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PDD PDD HOLDINGS INC | 1,664,100 | $145.8M | 35.5% |
| YMM FULL TRUCK ALLIANCE CO LTD | 17,210,388 | $139.7M | 34.0% |
| LITE LUMENTUM HLDGS INC | 48,745 | $41.8M | 10.2% |
| NVDA NVIDIA CORPORATION | 109,600 | $21.9M | 5.3% |
| TME TENCENT MUSIC ENTMT GROUP | 2,418,198 | $20.2M | 4.9% |
| LU LUFAX HOLDING LTD | 13,939,985 | $18.4M | 4.5% |
| MOMO HELLO GROUP INC | 2,466,700 | $14.3M | 3.5% |
| QFIN QFIN HOLDINGS INC | 567,781 | $9.0M | 2.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PDD PDD HOLDINGS INC | 94,336 | 1,664,100 | +1,664.0% | $145.8M |
| YMM FULL TRUCK ALLIANCE CO LTD | 11,050,000 | 17,210,388 | +55.8% | $139.7M |
| LITE LUMENTUM HLDGS INC | 950 | 48,745 | +5,031.1% | $41.8M |
| NVDA NVIDIA CORPORATION | 20,500 | 109,600 | +434.6% | $21.9M |
| MOMO HELLO GROUP INC | 233,234 | 2,466,700 | +957.6% | $14.3M |
| LU LUFAX HOLDING LTD | 12,404,000 | 13,939,985 | +12.4% | $18.4M |
Decreases
No position was decreased.
CIK 1964631 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
